B2B ServicesFounded in 2000, the business is a recognized name in the local insurance agency market. Employees are experienced, licensed where required, and accustomed to operating with limited owner oversight. The brand is well recognized locally, supported by years of consistent signage, vehicle wraps, and community involvement. A balanced mix of one-time projects and repeat engagements smooths revenue through the year and reduces seasonality risk. What began as a small operation in 2000 has grown steadily through referrals, repeat customers, and a reputation for doing the job right. Serious inquiries only; a signed NDA and proof of funds are required for detailed financials.
Seller will carry 20% at 7% interest, 3-year note, for a well-qualified buyer.
Owner is consolidating investments and exiting day-to-day operations.
Seller offers 2 weeks of hands-on training, with phone support for 6 months after closing.
Modeling Successful Independent Insurance Agency Grossing $356K Annually · $228K
Asking price is $228K. Type an offer or drag to model one.
SBA 7(a) acquisition loans typically require ~10% down.
SBA business-acquisition loans are usually 10 years.
A market salary for whoever runs the business day-to-day, subtracted from earnings to show true profit. Set to $0 if you will owner-operate.
Estimates for illustration only, based on the listed SDE and your assumptions. Closing costs are estimated at ~2.5% of price for fees and working capital. Actual loan terms, taxes, and earnings will differ. This is not financial advice. Verify all figures in diligence and consult qualified advisors.
Open the full Deal AnalyzerThe documents below open to qualified buyers in the secure data room after a signed NDA.
